Page 137 - TACC 2023 Program

Over 25 years of investment success driven by growing and building companies.

Founded in 1997, Saw Mill Capital is a lower middle-market private equity firm based in the suburbs of
New York. We are growth focused investors that invest for the long run, beyond our ownership period.
We don’t flip businesses; we build stronger businesses.

Investment Criteria By the Numbers

• Attractive industry $3-25M $15-75M
demand trends $400M
Annual Adjusted Equity Check
• Compelling, multi-faceted EBITDA Size Current Fund Size
growth prospects
25+ 20
• Favorable competitive dynamics
Control Investments Year Year Avg. Senior
• Defensible market position
History Team Tenure
Ownership Requirements
• Strong existing management
teams, or businesses with 11 3
planned management transitions
Investment Person In-house
• Owned by entrepreneurs, Business Services Professionals Research Team
families, private equity groups, Specialty Distribution
and public and private 24 9
corporations Manufactured Products Platform Companies
• Headquartered in North America Areas of Focus Investments Seeking Add-ons

Unique In-House Research Contact Us

Understanding industry dynamics drives superior returns, so we conduct Tim Nelson Scott Rivard
industry research with a dedicated three-person team, enabling us to: [email protected] [email protected]

• Ascribe full value to businesses and growth opportunities

• Accelerate due diligence and execution speed, with greater certainty to close Scott VandeKerkhoff Travis Foltz
[email protected] [email protected]
• Partner with management teams and enable rapid decision-making
• Invest aggressively inside our portfolio companies
Dan Gregg Kacy Yuhas
[email protected] [email protected]
How We Operate

We stand behind our companies and management teams. Saw Mill Capital

• We are one dedicated deal team through the entire life of the investment. 555 Pleasantville Road
South Building, Suite 220
• We work for our management teams but are not involved in day-to-day operations.
Briarcliff Manor, NY 10510
• We are operationally minded investors but do not use operating partners. (914) 741-1300

• We build highly-relevant, industry-sourced board of directors for each company. sawmillcapital.com